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Welltower

1,047 hedge funds and large institutions have $72.8B invested in Welltower in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 397 increasing their positions, 355 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,047
Holders Change
+60
Holders Change %
+6.08%
% of All Funds
15.15%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.3%
New
135
Increased
397
Reduced
355
Closed
62
Calls
$176M
Puts
$291M
Net Calls
-$114M
Net Calls Change
-$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Royal London Asset Management
126
Royal London Asset Management
United Kingdom
$31.5M +$1.71M +13,341 +6%
Korea Investment Corp
127
Korea Investment Corp
South Korea
$31.2M -$33.8M -264,094 -52%
BIC
128
B&I Capital
Switzerland
$30.8M -$1.98M -15,450 -6%
National Bank of Canada
129
National Bank of Canada
Quebec, Canada
$30.1M +$9.08M +70,914 +43%
COPPSERS
130
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$29.6M -$593K -4,634 -2%
CI Investments Inc
131
CI Investments Inc
Ontario, Canada
$29.5M +$143K +1,120 +0.5%
Cerity Partners
132
Cerity Partners
New York
$28.9M +$2.28M +17,817 +9%
KBC Group
133
KBC Group
Belgium
$28.4M +$23.5M +183,200 +472%
UB
134
UMB Bank
Missouri
$28M +$5.14M +40,175 +23%
State of Tennessee, Department of Treasury
135
State of Tennessee, Department of Treasury
Tennessee
$27.9M -$2.79M -21,798 -9%
LPL Financial
136
LPL Financial
California
$27.7M +$1.35M +10,516 +5%
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$27.6M +$347K +2,711 +1%
ProShare Advisors
138
ProShare Advisors
Maryland
$27.5M +$12.9M +100,401 +88%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$27.4M +$1.45M +11,398 +6%
CWM
140
CIBC World Markets
New York
$26.6M +$17M +132,473 +175%
RJFSA
141
Raymond James Financial Services Advisors
Florida
$25.5M +$235K +1,836 +0.9%
BNP Paribas Asset Management
142
BNP Paribas Asset Management
France
$24.8M +$867K +6,769 +4%
Stifel Financial
143
Stifel Financial
Missouri
$24.7M +$3.02M +23,585 +14%
NW
144
NewEdge Wealth
Pennsylvania
$24.5M +$4.23M +33,031 +21%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$24.3M +$2.27M +17,742 +10%
SMDAM
146
Sumitomo Mitsui DS Asset Management
Japan
$24.2M +$1.23M +9,610 +5%
BC
147
Brookfield Corp
Ontario, Canada
$24M -$19.1M -149,003 -44%
First Trust Advisors
148
First Trust Advisors
Illinois
$23.6M +$11.9M +92,915 +102%
GC
149
Guggenheim Capital
Illinois
$23.4M +$6.88M +53,704 +42%
VAM
150
Vert Asset Management
California
$23.1M +$105K +818 +0.5%